Cathie Wood’s Growth Plays Stumbled Against Value. Here Are 6 Takeaways.

view original post

One of the most fascinating investing debates I’ve witnessed was the value-versus-growth debate between Rob Arnott, founder of Research Affiliates, and Cathie Wood, founder of ARK Investment Management. The debate took place at the 2021 Morningstar Investment Conference in Chicago. 

Since the 2024 Morningstar conference just wrapped up, I decided to take a look at—three years out—who was right and what lessons could be learned for investors.

The…